Chase Coleman III - Tiger Global Management 13F Activity & Position Changes (Q3 2023)

According to the SEC 13F filed on Nov 14, 2023, the Tiger Global Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2023, the filing reported:

New Buys - Arm Holdings plc, Alibaba Group Holding Limited, Maplebear Inc., DoorDash, Inc., Klaviyo, Inc. Series A, and 4 more

Increases - Amazon.com, Inc., Confluent, Inc., Grab, Nu Holdings, Alphabet Inc., and 12 more

Reductions - Apollo Global Management, Inc. , KANZHUN LIMITED - American Depo, Intuit Inc., JD.com, Inc., ServiceNow, Inc.

Complete Exits - Dlocal

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2023	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+239,760	+6.5%	$500.22M	3,935,040
Q3 2023	APO Apollo Global Management, Inc.	Apollo Global Management, Inc.	Sell	-55,821	-0.5%	$1.10B	12,285,193
Q3 2023	ARM Arm Holdings plc	Arm Holdings plc	Buy - Position Entry	+300,000	-	$16.06M	300,000
Q3 2023	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy - Position Entry	+1,476,745	-	$128.09M	1,476,745
Q3 2023	BZ KANZHUN LIMITED - American Depo	KANZHUN LIMITED - American Depo	Sell	-3,651,940	-52.5%	$50.16M	3,306,567
Q3 2023	CART Maplebear Inc.	Maplebear Inc.	Buy - Position Entry	+175,000	-	$5.20M	175,000
Q3 2023	CFLT Confluent, Inc.	Confluent, Inc.	Buy	+2,172,175	+71.9%	$153.79M	5,193,901
Q3 2023	DASH DoorDash, Inc.	DoorDash, Inc.	Buy - Position Entry	+1,225,922	-	$97.42M	1,225,922
Q3 2023	DLO Dlocal	Dlocal	Sell - Position Exit	-569,000	-100.0%	$0.00	-
Q3 2023	G4124C109 Grab	Grab	Buy	+27,876,319	+119.0%	$181.61M	51,301,788
Q3 2023	G6683N103 Nu Holdings	Nu Holdings	Buy	+41,272	+0.2%	$147.66M	20,367,180
Q3 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+1,523,200	+40.0%	$698.17M	5,335,225
Q3 2023	HUBS HubSpot, Inc.	HubSpot, Inc.	Buy	+181,200	+229.4%	$128.15M	260,200
Q3 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-554,300	-52.2%	$259.56M	508,000
Q3 2023	JD JD.com, Inc.	JD.com, Inc.	Sell	-11,212,964	-53.2%	$287.28M	9,861,843
Q3 2023	KVYO Klaviyo, Inc. Series A	Klaviyo, Inc. Series A	Buy - Position Entry	+35,000	-	$1.21M	35,000
Q3 2023	LLY Eli Lilly and Company	Eli Lilly and Company	Buy	+195,000	+26.9%	$493.68M	919,100
Q3 2023	LRCX Lam Research Corporation	Lam Research Corporation	Buy	+28,510	+8.3%	$231.93M	370,038
Q3 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+330,800	+3.9%	$2.67B	8,895,906
Q3 2023	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+462,360	+8.2%	$1.94B	6,131,278
Q3 2023	N14506104 Elastic	Elastic	Buy - Position Entry	+1,710,000	-	$138.92M	1,710,000
Q3 2023	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell	-26,140	-4.2%	$332.28M	594,455
Q3 2023	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+482,680	+76.8%	$483.38M	1,111,255
Q3 2023	NVO Novo Nordisk A/S	Novo Nordisk A/S	Buy	+634,500	+100.0%	$115.40M	1,269,000
Q3 2023	ODD Oddity Tech	Oddity Tech	Buy - Position Entry	+135,000	-	$3.83M	135,000
Q3 2023	PCOR Procore Technologies, Inc.	Procore Technologies, Inc.	Buy - Position Entry	+1,177,300	-	$76.90M	1,177,300
Q3 2023	PDD PDD Holdings Inc.	PDD Holdings Inc.	Buy - Position Entry	+1,368,400	-	$134.20M	1,368,400
Q3 2023	SE Sea Limited	Sea Limited	Buy	+8,331,209	+247.1%	$514.34M	11,702,820
Q3 2023	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Buy	+193,235	+10.3%	$179.17M	2,061,790
Q3 2023	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Buy	+480,340	+10.1%	$737.89M	5,255,974

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